See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,679 | $70,606-75.0% | $53,898-67.2% | $142,382-87.6% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 20.85% | 619.81%-599.0pp | 528.60%-507.8pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,203 | $1,2020% | $932+29.0% | $4,299-72.0% |
| Participant deferral / active EE | $1,208 | $2,364-48.9% | $1,826-33.9% | $6,507-81.4% |
| Admin fee / account holder | $61 | $2,852-97.8% | $2,491-97.5% | $12,624-99.5% |